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(Digital, Color Version) The JIRA Strategy Admin Workbook will save you time, money and frustration.
This book is different – it’s not documentation. It’s recommendations from years of cleaning up horrible JIRA configurations! It’s about what you should do, what you shouldn’t do, and why.

For those who prefer to download all files at once, this is the full collection of all the worksheets, templates, and companion materials from the JIRA Strategy Admin Workbook. The zip file includes over 50 materials in Microsoft Word and Excel format.

It's important to set expectations before the project is configured. You'll want to avoid users creating issues and trying to work in a project you are still configuring. Here's a helpful checklist when creating a new JIRA project.

It's easy to customize workflows and therefore easy to go overboard, creating more structure than you really need. Use this template to document workflows or collect workflow customization information.

Creating a repeatable and standard procedure will save you time when collecting and fulfilling project creation requests. Ask questions that will help determine if and how to complete a request or propose an alternate solution. Use this worksheet to craft your procedure.

You’ve decided to adopt JIRA. Congratulations! Use this 35 question planning checklist to help you make initial decisions and consider actions you should take to ensure a successful setup. Complete these items before, during, and after your install.

Updated Feb 2018! For most JIRA Server users, an upgrade is a major activity that requires carefully planning. What is your upgrade plan? How will you prepare? How will you ensure success? How often will you upgrade? Use this template to create your plan.
JIRA SERVER ONLY

Use this worksheet to define the functions a JIRA Administrator should perform. Your JIRA Administrators need to be chosen carefully. An admin needs to consider the health of the application, impact to the application, and maintenance implication for each decision and change they make.